How Microsoft Purview DLP currently can help you protect confidential data in Copilot.

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Organizations today face a difficult balancing act. Business leaders are eager to adopt tools like Microsoft Copilot to unlock productivity and innovation. Meanwhile, IT and security teams are concerned about safeguarding sensitive information, especially as AI-driven features process vast amounts of organizational data. This tension is real: enabling advanced capabilities without compromising compliance or data protection is a challenge every modern enterprise must solve. Microsoft Purview Data Loss Prevention (DLP) is a key solution to this problem. It provides mechanisms to prevent confidential data from being exposed or misused, even in scenarios involving AI. I want to highlight two features designed to help organizations in controlling what is being processed by Copilot. Blocking Documents Based on Sensitivity Labels One of the foundational features of Purview DLP is its ability to enforce policies based on Microsoft Information Protection sensitivity labels. If your organization...

Copilot Actions, rolling out

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Copilot Actions has been available through Copilot Studio for some time, and now, a version of this feature is being rolled out within Microsoft 365. This new integration offers a user-friendly way to automate and delegate common tasks.

The term "Actions" varies depending on the application. In Copilot Studio, it serves as a flexible tool for agents. By combining Copilot prompts and conversations, triggers (such as file modifications or scheduled reminders), and user-defined rules, Copilot Actions can generate artifacts that streamline workflows. A similar type of action is teased in the "lightweight" version of Copilot Studio within the M365 agent builder (marked as "coming soon").

The version discussed here is a new out-of-the-box functionality, designed to ensure that even users with minimal technical expertise can benefit from its powerful asynchronous capabilities.

To utilize Copilot Actions, users must have a Copilot license (priced at $30). The help article "Set up actions in Copilot to automate daily tasks" on Microsoft Support is a valuable resource for this purpose. The feature is already available in our production tenant, indicating that the rollout has begun.

I hope this feature continues to develop. Currently, it seems you can only run predefined tasks with limited adjustments to the queries. However, users can be taught to build their own agents and use triggers in Power Automate to initiate these agents.